Welcome to The PFM Group

The PFM Group of companies is a national leader in providing independent financial advice as well as investment advisory, management and consulting services to local, state, and regional government and non-profit clients. We are proud to help our clients meet their financial challenges with a broad array of products, backed by unquestioned professionalism and outstanding service.

“We were really founded on the idea of independence ... it’s part of our mission statement – it’s the centerpiece of everything we do.”

Chris Doyle, Managing Director, discusses PFM’s commitment to the three primary principles that form the foundation for PFM: independence, initiative and integrity.